Blog

Cutting Through the Noise


February 27, 2017

By Tom Bradley

Income Fund update with Larry Lunn

Highlights from a recent "fireside chat" with Connor, Clark & Lunn's founder.

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February 24, 2017

By Tom Bradley

Five essential elements

Digging into the five essential elements to being a better investor.

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February 22, 2017

By Tom Bradley

We're No.2. We try harder.

We didn't win Morningstar's 'Steward of the Year' award this year. But we have every intention of living up to the old Avis motto – “When you’re only No.2, you try harder.”

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February 2, 2017

By Tom Bradley

A client manifesto for taking control of your investment portfolio

You’re the CEO of your own portfolio, so don't be shy to ask more questions of your investment professionals.

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January 30, 2017

By Tom Bradley

The straight goods on economics

Five things they don't tell you about economics.

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January 16, 2017

By Tom Bradley

You must do these two difficult things to invest as patiently as the greats

It always sounds cool when people talk about “patient capital.” But there are deep undertones to these words. Here's what it takes to live up to them.

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January 6, 2017

By Tom Bradley

Founders Fund 2016 Review

A thorough performance review of the Founders Fund, which touches on everything we do.

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December 28, 2016

By Tom Bradley

Another world

Tales of a baby boomer investment guy at a digital marketing conference.

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December 21, 2016

By Tom Bradley

50 million more reasons for CRM2 - Episode 4

With BMO being the latest bank guilty of double-charging their clients, the new client reporting regime ("CRM2") can't come soon enough.

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December 19, 2016

By Tom Bradley

Investors, make this temperamental market your friend

Don’t read too much into the market’s mood swings. Instead, take advantage of these times.

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December 15, 2016

By Tom Bradley

Holy shit ... 9.4%

Successful investing isn’t just about hot managers and low fees. There are a whole host of factors that go into it, the most important being asset mix and investor behavior.

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December 13, 2016

By Tom Bradley

OMG ... the markets are hitting new highs!

With stock markets being so strong, we're hearing it a lot lately. "The Dow Jones hit a new high today." Or, "The winning streak continues." And closer to home, "The TSX surged into record territory today."

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December 9, 2016

By Tom Bradley

You've been sold – Part 27

Unlike branch banking, investment management is an anti-scale business.

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December 8, 2016

By Tom Bradley

Getting comfortable with being uncomfortable

Words of wisdom on dealing with uncomfortable moments in the markets.

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December 5, 2016

By Tom Bradley

Don't sweat the return outlook

Investors hate risk, but at times the biggest risk is not investing at all.

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November 24, 2016

By Tom Bradley

It's all about Trump ... or is it?

Stocks have been surprisingly strong since Trump's acceptance speech. Investors shouldn't read too much into any one factor, however, that may appear to be driving markets.

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November 17, 2016

By Tom Bradley

How big is your behaviour gap?

The biggest swing factor in investors' returns isn't fees or even asset mix ... it's behaviour.

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November 14, 2016

By Tom Bradley

73 million reasons for CRM2

The big banks have been behaving badly, double charging certain investors. Hopefully, new reporting regulations will shake out this kind of behaviour.

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November 9, 2016

By Tom Bradley

The Trump era begins

With Donald Trump heading to the White House, we have a lot to absorb and it’s too early to determine how and when we will make adjustments in the funds.

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November 7, 2016

By Tom Bradley

Meet Evan

Meet our newest Investor Specialist, Evan Parubets.

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November 3, 2016

By Tom Bradley

Two words that can crimp returns: Undue influence

Exploring the factors that tend to have an undue influence on what investors hold, and how investors can counter their negative effects.

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October 31, 2016

By Tom Bradley

Trump: What if he wins?

Elections normally don’t figure into our investment decision-making process. We’ve got one right now, however, that is the exception to the rule.

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October 26, 2016

By Tom Bradley

"The worst TV show ever"

Business TV is all about entertainment and action. Which means a show preaching patience and discipline wouldn't exactly make for scintillating theatre.

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October 17, 2016

By Tom Bradley

The 90% rule

Our clients achieve something that the clients of few other firms can claim: they do as well as our funds.

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October 7, 2016

By Tom Bradley

Trends analysis of Steadyhand portfolios

A number of trends are impacting the capital markets. We link them to what we're doing in our portfolios.

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